SMURFIT WESTROCK PLC SW
SHS · Common Stock · CUSIP G8267P108
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- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($21.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $53.81. Options: 14 managers hold calls ($33.8m notional), 5 hold puts ($1.7m).
Trends to Q4 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2024 | 504 |
| Q4 2024 | 602 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $0 | $0 | — |
| Q2 2024 | $0 | $0 | — |
| Q3 2024 | $61.8m | $3.0m | 0.05 |
| Q4 2024 | $33.8m | $1.7m | 0.05 |
Biggest buyers
| Nuveen Asset Management, LLC | Added | +7.1m |
| Boston Partners | New | +5.6m |
| Orbis Allan Gray Ltd | Added | +5.5m |
| VICTORY CAPITAL MANAGEMENT INC | Added | +5.4m |
| FIL Ltd | Added | +4.4m |
| MACKENZIE FINANCIAL CORP | Added | +3.1m |
| Polaris Capital Management, LLC | New | +3.0m |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +1.6m |
| UBS Group AG | Added | +1.6m |
| ALLIANCEBERNSTEIN L.P. | Added | +1.1m |
Biggest sellers
| MIZUHO SECURITIES USA LLC | Reduced | -7.8m |
| JPMORGAN CHASE & CO | Reduced | -4.6m |
| Ruffer LLP | Reduced | -3.8m |
| NORGES BANK | Reduced | -3.4m |
| MARSHALL WACE, LLP | Reduced | -3.1m |
| HARRIS ASSOCIATES L P | Reduced | -2.5m |
| BARCLAYS PLC | Reduced | -1.9m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -1.7m |
| CAUSEWAY CAPITAL MANAGEMENT LLC | Reduced | -1.5m |
| Amundi | Reduced | -1.2m |
Biggest calls
| CITADEL ADVISORS LLC | Added | $10.0m185.0k shares |
| JANE STREET GROUP, LLC | Added | $5.8m107.5k shares |
| SIG BROKERAGE, LP | First filing | $5.4m100.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.1m76.1k shares |
| CITIGROUP INC | New | $3.8m70.0k shares |
| CastleKnight Management LP | New | $1.4m26.8k shares |
| WOLVERINE TRADING, LLC | Added | $1.0m18.8k shares |
| Parallax Volatility Advisers, L.P. | Unchanged | $969.5k18.0k shares |
| SIMPLEX TRADING, LLC | Added | $560.0k12.5k shares |
| GROUP ONE TRADING LLC | Reduced | $452.4k8.4k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $1.1m20.3k shares |
| Parallax Volatility Advisers, L.P. | Unchanged | $447.0k8.3k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | Unchanged | $134.7k2.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $32.0k700 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Capital Research Global Investors 13G · institution +1.2 pts · filed 2026-08-12 | 8.1% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 7.5% |
| STATE STREET CORP 13G · institution new · filed 2026-08-07 | 5.4% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q4 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 1 | $23.8k | — |
| Q4 2024 | 0 | — | 1 | $1.4m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-12-02 | Mayer Saverio Officer | Sold | $1.4m25.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.07% of their portfolio | 78.9m $4.2bn | Added +820.4k |
| BlackRock, Inc. 0.05% of their portfolio | 41.5m $2.2bn | Added +1.0m |
| NORGES BANK 0.17% of their portfolio | 24.1m $1.3bn | Reduced -3.4m |
| Nuveen Asset Management, LLC 0.32% of their portfolio | 20.7m $1.1bn | Added +7.1m |
| STATE STREET CORP 0.04% of their portfolio | 19.5m $1.1bn | Reduced -34.9k |
| Capital Research Global Investors 0.20% of their portfolio | 18.4m $993.2m | Added +318.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 14.3m $770.0m | Added +1.6m |
| FIL Ltd 0.55% of their portfolio | 11.0m $590.9m | Added +4.4m |
| Invesco Ltd. 0.10% of their portfolio | 9.8m $530.5m | Added +323.2k |
| FMR LLC 0.03% of their portfolio | 9.8m $528.2m | Added +1.1m |
| AMERIPRISE FINANCIAL INC 0.12% of their portfolio | 9.0m $484.9m | Added +149.2k |
| DEUTSCHE BANK AG\ 0.16% of their portfolio | 7.5m $402.3m | Reduced -523.4k |
| Bank of New York Mellon Corp 0.07% of their portfolio | 7.3m $392.6m | Reduced -15.8k |
| SOROS FUND MANAGEMENT LLC 6.62% of their portfolio | 7.0m $379.5m | Added +149.4k |
| BANK OF AMERICA CORP /DE/ 0.03% of their portfolio | 6.8m $365.4m | Added +558.4k |
| Orbis Allan Gray Ltd 1.68% of their portfolio | 5.8m $311.6m | Added +5.5m |
| Boston Partners 0.37% of their portfolio | 5.6m $304.4m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.29% of their portfolio | 5.5m $295.8m | Added +5.4m |
| NORDEA INVESTMENT MANAGEMENT AB 0.28% of their portfolio | 5.0m $272.0m | Added +500.7k |
| Pictet Asset Management Holding SA 0.29% of their portfolio | 4.9m $264.8m | Reduced -265.9k |
| ALLIANCEBERNSTEIN L.P. 0.09% of their portfolio | 4.9m $264.0m | Added +1.1m |
| Amundi 0.09% of their portfolio | 4.7m $244.6m | Reduced -1.2m |
| NORTHERN TRUST CORP 0.03% of their portfolio | 4.5m $244.3m | Added +523.7k |
| MACKENZIE FINANCIAL CORP 0.11% of their portfolio | 4.4m $237.7m | Added +3.1m |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 4.4m $235.8m | Reduced -4.6m |
| LANSDOWNE PARTNERS (UK) LLP 16.25% of their portfolio | 4.2m $223.7m | Reduced -938.3k |
| FRANKLIN RESOURCES INC 0.05% of their portfolio | 3.6m $193.5m | Reduced -684.9k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 3.6m $191.3m | Added +874.7k |
| Legal & General Group Plc 0.05% of their portfolio | 3.2m $171.7m | Reduced -317.1k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 3.1m $169.6m | Reduced -495.9k |
| MORGAN STANLEY 0.01% of their portfolio | 3.1m $167.3m | Added +140.0k |
| Polaris Capital Management, LLC 7.85% of their portfolio | 3.0m $162.7m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 3.0m $161.5m | Reduced -61.8k |
| CAUSEWAY CAPITAL MANAGEMENT LLC 3.27% of their portfolio | 2.7m $143.4m | Reduced -1.5m |
| UBS Group AG 0.03% of their portfolio | 2.5m $136.3m | Added +1.6m |
| Incentive AS 61.06% of their portfolio | 2.3m $123.1m | Added +797.9k |
| THOMPSON SIEGEL & WALMSLEY LLC 1.70% of their portfolio | 2.0m $108.4m | Reduced -608.5k |
| LBP AM SA 1.46% of their portfolio | 2.0m $107.8m | Reduced -909.3k |
| Zurich Insurance Group Ltd/FI 0.84% of their portfolio | 1.9m $102.7m | Added +590.9k |
| BARCLAYS PLC 0.04% of their portfolio | 1.6m $84.2m | Reduced -1.9m |
| CITIGROUP INC 0.08% of their portfolio | 1.6m $84.2m | Added +564 |
| Swiss National Bank 0.05% of their portfolio | 1.5m $79.1m | Reduced -70.6k |
| Vontobel Holding Ltd. 0.26% of their portfolio | 1.4m $75.8m | Added +135.7k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.14% of their portfolio | 1.3m $72.8m | First filing |
| ARGA Investment Management, LP 2.16% of their portfolio | 1.2m $66.3m | Reduced -615.0k |
| Cullen Capital Management, LLC 0.76% of their portfolio | 1.2m $65.2m | Reduced -20.1k |
| LAKEWOOD CAPITAL MANAGEMENT, LP 5.87% of their portfolio | 1.2m $62.5m | Added +64.5k |
| AVIVA PLC 0.15% of their portfolio | 1.1m $58.0m | Reduced -74.9k |
| MARSHALL WACE, LLP 0.07% of their portfolio | 1.1m $57.7m | Reduced -3.1m |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 1.1m $57.5m | Added +326.4k |
| Sumitomo Mitsui Trust Group, Inc. 0.04% of their portfolio | 1.1m $57.0m | Added +18.5k |
| PATTEN & PATTEN INC/TN 3.49% of their portfolio | 982.2k $52.9m | Reduced -20.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 961.6k $51.8m | Added +282.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 949.1k $51.1m | Added +41.0k |
| Compagnie Lombard Odier SCmA 0.72% of their portfolio | 907.5k $48.9m | Added +105.7k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 868.4k $46.8m | Added +7.5k |
| Liontrust Investment Partners LLP 0.68% of their portfolio | 866.5k $46.8m | New |
| Evelyn Partners Investment Management LLP 1.49% of their portfolio | 850.3k $45.8m | First filing |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.04% of their portfolio | 787.7k $41.2m | Added +56.4k |
| National Pension Service 0.04% of their portfolio | 752.3k $40.5m | Added +671.7k |
| Retirement Systems of Alabama 0.15% of their portfolio | 747.0k $40.2m | Added +1.2k |
| RIT CAPITAL PARTNERS PLC 9.46% of their portfolio | 724.0k $39.0m | New |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 700.0k $37.7m | Added +426.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 692.1k $37.3m | Added +242.0k |
| Savant Capital, LLC 0.29% of their portfolio | 678.4k $36.5m | Added +183.2k |
| NATIXIS ADVISORS, LLC 0.07% of their portfolio | 669.3k $36.0m | Added +131.7k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.04% of their portfolio | 653.5k $35.2m | Reduced -52.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio | 618.5k $33.3m | Reduced -23.4k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.06% of their portfolio | 604.6k $32.6m | Added +139.5k |
| Triodos Investment Management BV 2.63% of their portfolio | 603.2k $32.5m | Reduced -12.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 587.5k $31.6m | Reduced -13.8k |
| SALEM INVESTMENT COUNSELORS INC 1.04% of their portfolio | 586.9k $31.6m | Reduced -2.7k |
| JANUS HENDERSON GROUP PLC 0.02% of their portfolio | 565.2k $30.5m | Reduced -380.4k |
| Groupe la Francaise 0.75% of their portfolio | 564.2k $30.4m | First filing |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 507.3k $27.3m | Added +6.5k |
| Schonfeld Strategic Advisors LLC 0.17% of their portfolio | 506.9k $27.3m | Added +502.6k |
| HSBC HOLDINGS PLC 0.02% of their portfolio | 505.2k $27.2m | Added +152.3k |
| Lansforsakringar Fondforvaltning AB (publ) 0.10% of their portfolio | 499.8k $26.9m | First filing |
| SYCOMORE ASSET MANAGEMENT 2.57% of their portfolio | 488.7k $18.0m | Reduced -62.6k |
| FLOSSBACH VON STORCH SE 0.10% of their portfolio | 456.2k $24.6m | Reduced -36.5k |
| Caisse de depot et placement du Quebec 0.05% of their portfolio | 418.2k $22.5m | Added +282.6k |
| STOREBRAND ASSET MANAGEMENT AS 0.07% of their portfolio | 417.5k $22.5m | Reduced -71.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 409.9k $22.1m | Reduced -41.3k |
| GROUPAMA ASSET MANAGMENT 0.36% of their portfolio | 409.7k $17.5m | Added +73.0k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 409.3k $22.0m | Added +3.1k |
| Artemis Investment Management LLP 0.31% of their portfolio | 398.9k $21.5m | New |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.04% of their portfolio | 397.8k $21.4m | Added +69.6k |
| ABN AMRO Bank N.V. 0.28% of their portfolio | 389.7k $20.9m | Reduced -3.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.02% of their portfolio | 381.1k $20.5m | Reduced -18.8k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 0.95% of their portfolio | 378.9k $20.4m | Unchanged |
| Arnhold LLC 1.99% of their portfolio | 374.1k $20.2m | Reduced -36.0k |
| Boston Common Asset Management, LLC 0.59% of their portfolio | 374.0k $20.1m | Added +44.9k |
| CIBC WORLD MARKETS CORP 0.11% of their portfolio | 360.8k $19.4m | Added +292.3k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 357.5k $19.3m | Reduced -66.2k |
| JANE STREET GROUP, LLC 0.03% of their portfolio | 339.6k $18.3m | Reduced -130.8k |
| MOORE CAPITAL MANAGEMENT, LP 0.34% of their portfolio | 335.4k $18.1m | Reduced -55.4k |
| BANQUE PICTET & CIE SA 0.17% of their portfolio | 331.0k $17.8m | Added +190.0k |
| Access Investment Management LLC 5.07% of their portfolio | 324.6k $17.5m | Reduced -2.8k |
| Tredje AP-fonden 0.15% of their portfolio | 319.8k $17.2m | Reduced -10.2k |
| CREDIT AGRICOLE S A 0.06% of their portfolio | 303.7k $16.4m | Added +118.5k |